Weekly Tracker Report
To download a summary of all the deals, you use the Weekly Tracker Report.
1. Click on Reports and Analytics in the main menu.
2. You can access the report from the dashboard by clicking Weekly Tracker Report in the Deal panel or from the Deal Pipeline drop-down menu in the blue vertical bar.
3. The Weekly Tracker Report window is displayed. Select the period for which you wish to download the report. Click on the Download Excel button. The report will be downloaded.
4. To schedule a report via email, click on the down arrow button next to Download Excel button. Click on Schedule Report.
5. The Weekly Tracker Report- Schedule Report Delivery (Email) window is displayed. The details included are:
- Time zone: Shows the time zone. It is an auto-populated field.
- Frequency: Choose the frequency of the report delivery, i.e., Daily, Weekly, Monthly or Annually. Choose Time.
- Recipients: Choose the recipients of the report from the dropdown list.
- Period: Choose the period of the report.
6. Click Add.
7. You can view the Current Delivery Schedule below.
8. To view Audit History, click on Audit History button in the top right corner of the panel.
9. The Weekly Tracker Report-Audit History window is displayed.
